AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.4M
3
+$13.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1
+$46.4M
2
+$22.3M
3
+$10.4M
4
COIN icon
Coinbase
COIN
+$7.3M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$6.27M

Sector Composition

1 Technology 12.31%
2 Financials 11.92%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSM icon
851
Williams-Sonoma
WSM
$22.3B
$320K 0.01%
1,636
+44
XYL icon
852
Xylem
XYL
$29.9B
$320K 0.01%
2,167
+314
DG icon
853
Dollar General
DG
$32.2B
$319K 0.01%
3,084
+19
XYLD icon
854
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
$318K 0.01%
8,096
-343
OKTA icon
855
Okta
OKTA
$14.3B
$317K 0.01%
3,461
-213
ETHA
856
iShares Ethereum Trust ETF
ETHA
$1.14B
$316K 0.01%
+10,038
VTHR icon
857
Vanguard Russell 3000 ETF
VTHR
$4.08B
$314K 0.01%
1,066
-412
ARKK icon
858
ARK Innovation ETF
ARKK
$6.26B
$313K 0.01%
3,632
-4,296
RS icon
859
Reliance Steel & Aluminium
RS
$15.7B
$313K 0.01%
1,116
+142
BDX icon
860
Becton Dickinson
BDX
$47.5B
$313K 0.01%
+1,670
IAPR icon
861
Innovator International Developed Power Buffer ETF April
IAPR
$194M
$313K 0.01%
10,396
-4,148
VIOO icon
862
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.26B
$312K 0.01%
2,823
+376
BWXT icon
863
BWX Technologies
BWXT
$17.9B
$311K 0.01%
+1,684
PHYS icon
864
Sprott Physical Gold
PHYS
$18.8B
$310K 0.01%
10,456
SLF icon
865
Sun Life Financial
SLF
$35.9B
$310K 0.01%
5,157
+6
WDS icon
866
Woodside Energy
WDS
$42.5B
$309K 0.01%
20,526
+2,908
MUNI icon
867
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.73B
$309K 0.01%
5,906
-634
KEYS icon
868
Keysight
KEYS
$46.8B
$308K 0.01%
1,762
-28
GIS icon
869
General Mills
GIS
$23.6B
$308K 0.01%
6,112
+1,764
RPRX icon
870
Royalty Pharma
RPRX
$19.5B
$308K 0.01%
8,722
+674
AIZ icon
871
Assurant
AIZ
$11.1B
$308K 0.01%
1,420
+31
SW
872
Smurfit Westrock
SW
$22.5B
$307K 0.01%
7,218
+947
ERIC icon
873
Ericsson
ERIC
$37.1B
$307K 0.01%
37,110
-601
VTRS icon
874
Viatris
VTRS
$16.3B
$307K 0.01%
30,974
+4,821
BPOP icon
875
Popular Inc
BPOP
$8.51B
$306K 0.01%
2,412
+565
33 34
35
36 37